Mirae Asset Great Consumer (Equity, Equity Thematic-consumpti)

High
7 yrs 11 monthsStarted on:29 Mar 2011
₹ 632.75 Cras on: 15 Feb 2019
Long Term Horizon
2.32%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks to generate long term capital appreciation by investing in equity and equity related securities of companies that are likely to benefit either directly or indirectly from consumption led demand in India.

Exit Load

Scheme Documents

Similar Funds
Aditya Birla SL India GenNext
Current NAV 75.96
Return (CAGR) 16.15%
Value Research NA
SBI Consumption Opportunities
Current NAV 110.05
Return (CAGR) 14.82%
Value Research NA
UTI India Lifestyle
Current NAV 23.92
Return (CAGR) 7.84%
Value Research NA
Reliance Consumption
Current NAV 60.8
Return (CAGR) 13.37%
Value Research NA

Tenure

TenureReturns (CAGR)
2 YR15.57
3 YR19.48

SIP Returns

TenureReturns (CAGR)
2 YR3.79
3 YR10.9
5 YR12.33

Portfolio

Company Name% Assets
HDFC Bank Ltd.6.57
ITC Ltd.6.17
Dabur India Ltd.4.07
Nestle India Ltd.4
Maruti Suzuki India Ltd.3.78
Aditya Birla Fashion and Retail Ltd.3.48
ICICI Bank Ltd.3.46
Havells India Ltd.3.38
United Breweries Ltd.3.27
Titan Company Ltd.3.15

Top Sectoral Holdings

Sector Name% Assets
FMCG33.21
Financial18.55
Automobile12.32
Cons Durable10.21
Services6.21
Engineering5.39
Textiles3.59
Construction2.81
Chemicals2.27
Healthcare1.62

Indicators

LabelValue
Portfolio turnover ratio60
Standard Deviation14.55%
Beta0.94%
Sharpe Ratio0.81

Ankit Jain

Mr. Jain is a B.Tech (ICT) and MBA (Finance).
Prior to joining Mirae Asset Mutual Fund (Sep. 7, 2015) as a Research Analyst he was associated with Equirius Securities Pvt Ltd. and Infosys Ltd. He has more than 5 years of professional experience and his primary responsibility includes Investment Analysis and Fund Management.